Civic Intelligence

Joan C Edwards Charitable Foundation

990PF • Fiscal year 2023 • EIN 20-8374445

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 06, 2024

401 Clinton StreetDefiance, OH 43512

(419) 783-8950

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2023

Net Margin

100th percentile

2099%

Higher net margin than 100% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

31st percentile

$130,000

Higher top officer pay than 31% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Source year 2023

Asset Growth

9th percentile

-7.9%

Faster asset growth than 9% of similar nonprofits.

2023 filings • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2022 to 2023

Assets

Flat

$28,889,992

Flat from 2023

Net Assets

$28,889,992

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Flat

-$116,639

Flat from 2023

Expenses

Flat

$2,331,630

Flat from 2023

Net Income

Flat

-$2,448,269

Flat from 2023

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $29,155,326Liabilities 2011: $02011Assets 2012: $31,613,986Liabilities 2012: $02012Assets 2013: $29,575,222Liabilities 2013: $02013Assets 2014: $29,765,291Liabilities 2014: $02014Assets 2015: $25,465,794Liabilities 2015: $02015Assets 2018: $35,516,500Liabilities 2018: $0Net Assets 2018: $35,516,5002018Assets 2019: $32,174,291Liabilities 2019: $0Net Assets 2019: $32,174,2912019Assets 2020: $29,391,529Liabilities 2020: $12020Assets 2021: $32,941,919Liabilities 2021: $0Net Assets 2021: $32,941,9192021Assets 2022: $31,353,099Liabilities 2022: $0Net Assets 2022: $31,353,0992022Assets 2023: $28,889,992Liabilities 2023: $0Net Assets 2023: $28,889,9922023Assets 2023: $28,889,992Liabilities 2023: $12023Assets 2024: $29,060,061Liabilities 2024: $0Net Assets 2024: $29,060,0612024

Highlighted filing

2023

Assets$28,889,992
Liabilities$0
Net Assets$28,889,992

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $2,172,480Expenses 2011: $2,044,737Net Income 2011: $127,7432011Revenue 2012: $4,025,077Expenses 2012: $1,967,757Net Income 2012: $2,057,3202012Revenue 2013: $1,966,765Expenses 2013: $2,275,602Net Income 2013: -$308,8372013Revenue 2014: $4,933,519Expenses 2014: $2,341,938Net Income 2014: $2,591,5812014Revenue 2015: $1,894,225Expenses 2015: $2,396,098Net Income 2015: -$501,8732015Revenue 2018: $2,208,681Expenses 2018: $2,470,141Net Income 2018: -$261,4602018Revenue 2019: $1,617,606Expenses 2019: $2,527,591Net Income 2019: -$909,9852019Revenue 2020: $1,322,140Expenses 2020: $2,189,797Net Income 2020: -$867,6572020Revenue 2021: $3,610,753Expenses 2021: $2,112,750Net Income 2021: $1,498,0032021Revenue 2022: $710,963Expenses 2022: $2,288,636Net Income 2022: -$1,577,6732022Revenue 2023: -$116,639Expenses 2023: $2,331,630Net Income 2023: -$2,448,2692023Revenue 2023: -$116,639Expenses 2023: $2,331,630Net Income 2023: -$2,448,2692023Revenue 2024: $2,860,722Expenses 2024: $2,657,496Net Income 2024: $203,2262024

Highlighted filing

2023

Revenue-$116,639
Expenses$2,331,630
Net Income-$2,448,269
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 6, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIAN MCDONALDExecutive DiFT$125,000$5,000$130,000
STATE BANK TRUST COTrusteePT$71,952-$71,952
THOMAS M MCDONALDDistribution-$0--
MARSHALL T REYNOLDSDistribution-$0--
DR CHARLES H MCKOWN JRDistribution-$0--
Filing and Contact Details

Filer

Filer Name
Joan C Edwards Charitable
EIN
20-8374445
Phone
4197838950
Address
401 CLINTON STREET, DEFIANCE, OH 43512

Signing Officer

Name
State Bank Trust Co
Title
Trustee
Phone
4197838950
Signed
2024-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Trustax LLC
Address
571 LONGBOW DR SUITE A, MAUMEE, OH 43537
Preparer
Grant M Keune
Phone
4198685555
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0-116639
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0139868
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2LAS VEGAS RV RESORTS PH LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3LAZURITE HOLDINGS LLC
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-609890
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt02759
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt028907589
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2DR CHARLES H MCKOWN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3BRIAN MCDONALD
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DISTRIBUTION
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3EXECUTIVE DI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31301 E 9TH STREET STE 3700
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4401 CLINTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1HUNTINGTON
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3CLEVELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4DEFIANCE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4OH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd044113
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd125701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd225701
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd344114
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd443512
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01751931
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01751931
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0STATE BANK TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0401 CLINTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DEFIANCE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd043512
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OH
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum04197838950
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0160691
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11446222
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt25150
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDWARDS SCHOLARS ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOOL OF MEDICINE ENDOWMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CASE WESTERN RESERVE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1MARSHALL UNIVERSITY SCHOOL OF MED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CLEVELAND SCHOOL SCIENCE MEDICINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010900 EUCLID AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11600 MEDICAL CENTER DR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22075 STOKES BLVD 315
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HUNTINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CLEVELAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd125701
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd244106
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01612063
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0145018
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01606913
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt02029421
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01751931
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt01884403
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01606913
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt039216
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt039216
OtherDecreasesSchedule/OtherDecreasesDetail/Amt017597
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0NON DIVIDEND DIST ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHARITABLE REGISTRATION FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER ADMINISTRATION EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt13373
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01446
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14819
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ADVISORY FEE REBATES
OtherIncomeSchedule2/OtherIncomeDetail/Desc1PARTNERSHIP INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2PARTNERSHIP UBTI
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt04404
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt04404
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1145115
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2-157462
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02759
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MISC CASH DEPOSITS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0446679
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt1380
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1CUSTODIAN EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0446679
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt1380
TaxesSchedule/TaxesDetail/Amt0446
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX DEPOSITS
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0446
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0STATE BANK TRUST CO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04197838950
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOAN C EDWARDS CHARITABLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JOAN
ReturnHeader/Filer/EIN0208374445
ReturnHeader/Filer/PhoneNum04197838950
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 CLINTON STREET
ReturnHeader/Filer/USAddress/CityNm0DEFIANCE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd043512
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341959490
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUSTAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0571 LONGBOW DR SUITE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MAUMEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd043537
ReturnHeader/PreparerPersonGrp/PhoneNum04198685555
ReturnHeader/PreparerPersonGrp/PreparationDt02024-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRANT M KEUNE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-06T10:51:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$2.86$2.66$0.20
2023Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$0.12$2.33$2.45
2023Summary only. Only limited summary data is available for this year.$28.9$0.00$0.12$2.33$2.45
2022Detailed filing. Detailed filing data is available for this year.$31.4$0.00$31.4$0.71$2.29$1.58
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.9$0.00$32.9$3.61$2.11$1.50
2020Summary only. Only limited summary data is available for this year.$29.4$0.00$1.32$2.19$0.87
2019Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$1.62$2.53$0.91
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$35.5$0.00$35.5$2.21$2.47$0.26
2015Summary only. Only limited summary data is available for this year.$25.5$0.00$1.89$2.40$0.50
2014Summary only. Only limited summary data is available for this year.$29.8$0.00$4.93$2.34$2.59
2013Summary only. Only limited summary data is available for this year.$29.6$0.00$1.97$2.28$0.31
2012Summary only. Only limited summary data is available for this year.$31.6$0.00$4.03$1.97$2.06
2011Summary only. Only limited summary data is available for this year.$29.2$0.00$2.17$2.04$0.13